Purchases and Sales Made in Q1 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
694+ 8.44% |
$63.3K - $65.2K
|
8.91K
$823K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
672+ 2.52% |
$61.3K - $63.2K
|
27.3K
$2.52M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
671+ 6.55% |
$61.2K - $63.1K
|
10.9K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
666+ 15.3% |
$60.7K - $62.6K
|
5.02K
$464K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
660+ 605.5% |
$60.2K - $62K
|
769
$71K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
650New |
$59.3K - $61.1K
|
650
$60K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
643+ 0.76% |
$58.6K - $60.4K
|
85.2K
$7.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
592+ 13.88% |
$54K - $55.6K
|
4.86K
$449K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
592New |
$54K - $55.6K
|
592
$54.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
589+ 9.53% |
$53.7K - $55.4K
|
6.77K
$625K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
570+ 0.36% |
$52K - $53.6K
|
158K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
553New |
$50.4K - $52K
|
553
$51.1K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
550+ 62.79% |
$50.2K - $51.7K
|
1.43K
$132K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
541New |
$49.3K - $50.8K
|
541
$50K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
516+ 7.11% |
$47.1K - $48.5K
|
7.77K
$718K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
493New |
$45K - $46.3K
|
493
$45.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
489+ 11.15% |
$44.6K - $46K
|
4.87K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
486+ 8.41% |
$44.3K - $45.7K
|
6.26K
$579K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
474+ 5.34% |
$43.2K - $44.5K
|
9.36K
$864K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
473+ 0.25% |
$43.1K - $44.5K
|
193K
$17.9M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
453+ 4.98% |
$41.3K - $42.6K
|
9.56K
$883K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
439+ 9.87% |
$40K - $41.3K
|
4.89K
$452K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
434+ 9.81% |
$39.6K - $40.8K
|
4.86K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
421+ 7.64% |
$38.4K - $39.6K
|
5.93K
$548K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
403+ 1.82% |
$36.8K - $37.9K
|
22.6K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
394+ 18.37% |
$35.9K - $37K
|
2.54K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
386+ 7.73% |
$35.2K - $36.3K
|
5.38K
$497K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
381+ 6.29% |
$34.7K - $35.8K
|
6.44K
$594K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
379+ 4.84% |
$34.6K - $35.6K
|
8.2K
$758K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
375+ 29.71% |
$34.2K - $35.2K
|
1.64K
$151K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
372+ 13.65% |
$33.9K - $35K
|
3.1K
$286K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
367+ 2.56% |
$33.5K - $34.5K
|
14.7K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
362+ 0.99% |
$33K - $34K
|
37K
$3.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
354+ 0.49% |
$32.3K - $33.3K
|
72.8K
$6.73M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
351New |
$32K - $33K
|
351
$32.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
344+ 0.59% |
$31.4K - $32.3K
|
58.4K
$5.39M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
342+ 130.04% |
$31.2K - $32.1K
|
605
$55.9K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
317+ 5.05% |
$28.9K - $29.8K
|
6.59K
$609K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
310+ 9.27% |
$28.3K - $29.1K
|
3.65K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
303+ 4.44% |
$27.6K - $28.5K
|
7.12K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
301+ 1.87% |
$27.5K - $28.3K
|
16.4K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
286+ 1.98% |
$26.1K - $26.9K
|
14.7K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
282New |
$25.7K - $26.5K
|
282
$26K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
269+ 1.92% |
$24.5K - $25.3K
|
14.2K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
252+ 3.5% |
$23K - $23.7K
|
7.45K
$688K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
249+ 2.39% |
$22.7K - $23.4K
|
10.7K
$986K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
243+ 0.25% |
$22.2K - $22.8K
|
95.8K
$8.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
229+ 3.68% |
$20.9K - $21.5K
|
6.45K
$596K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
189+ 18900.0% |
$17.2K - $17.8K
|
190
$17.6K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
188+ 2.81% |
$17.1K - $17.7K
|
6.88K
$635K
|